Does Your Organization Make Use of the GM+Views Tab? (polls) The GM+View tab allows you to create a completely customizable information page using the capabilities of HTML. You can configure it to insert linked images and documents, insert GoldMine fields, and display graphics. The information in the GM+View tab is...
Month: February 2003
Small Call Center with Big Capabilities
A successful national human resources firm, which does lead generation for its national field sales force, decided to equip a small internal sales call center (2-3 telemarketers) with GoldMine. Previously, all tracking, reporting and follow-up was done manually. In fact, the telemarketers didn't even have computers! The project leaders evaluated...
When You Know You’re Really Using Your CRM
One tell tale way to know if you're really using your CRM/Sales Automation System is whether you're relying on reports. Rolling up data into useful views can serve any number of purposes, from pipeline to market analysis. Successful reporting, which is akin to successful CRM, depends on good data integrity...
Fewer Steps – More Results
It just stands to reason that the more steps to complete a task, the longer it takes. When it comes to redundant types of tasks, reducing steps is key to increasing productivity. One thing GoldMine enables you to do is to eliminate steps, a.k.a."mouse clicks." Sales Automation is one of...
Overlooked Details Translate Into Missed Opportunities
What we sometimes take for granted as salespeople can dampen marketing effectiveness. A lack of record details can mean the difference between one prospect being sent a campaign and another being overlooked. Marketing and sales should be a symbiotic relationship. An action in one area supports and compliments an action...